0.1 - Add Team Member To Your GHL Subaccount

Adding a Team Member to GoHighLevel Sub-Accounts

Objective

To provide a clear and concise procedure for adding a team member to GoHighLevel sub-accounts, ensuring they have the necessary access to calendars and can perform their duties effectively.

Key Steps

1. Access Settings:

   • Log into your GoHighLevel account.

   • Navigate to the Settings section.

2. Add Employee:

   • Click on the Staff option within the settings.

   • Select the Add Employee button.

3. Input Employee Information:

   • Fill in the following details for the new team member:

     • First Name

     • Last Name

     • Email Address

     • Phone Number

4. Assign Necessary Access:

   • Determine the level of access the team member requires based on their role.

   • Ensure the appropriate permissions are selected.

5. Save Changes:

   • After entering all information and assigning access, click on the Save button to finalize the addition of the team member.

6. Confirm Calendar Assignment:

   • Verify that the newly added team member is assigned to the relevant calendar to ensure it can be activated.

Cautionary Notes

• Ensure that the email address entered is correct to avoid communication issues.

• Double-check the access permissions assigned to prevent unauthorized access to sensitive information.

• If a team member is not assigned to a calendar, the calendar will remain inactive, affecting scheduling and productivity.